Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,602 | $111,785-19.8% | $93,669-4.3% | $145,877-38.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 7.83% | 203.79%-196.0pp | 133.59%-125.8pp | 551.28%-543.5pp |
| Employer contribution / active EE | $2,808 | $3,096-9.3% | $2,424+15.8% | $4,663-39.8% |
| Participant deferral / active EE | $7,238 | $4,919+47.2% | $4,416+63.9% | $6,691+8.2% |
| Admin fee / account holder | $1,272 | $10,256-87.6% | $8,291-84.7% | $13,402-90.5% |